WELL5ASSOCIATES, LLC401(k)
FACILITY 401(K) PLAN · ALPHARETTA, GA · plan year 2023
WELL5ASSOCIATES, LLC reported $90,298 in plan administrative expenses for 2023: 1.37% of average plan assets, higher than ~90% of peers. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.
Across the 1 year on file its reported administrative ratio fell from 1.37% to 1.24%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Georgia (1,547th of 2,160), and 2,169th of 3,341 in other services.
Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
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Source: U.S. Department of Labor, Form 5500 series, EIN 920300873 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.